H. Beck Goes to Market With New Name, Refreshed Platform
H. Beck Goes to Market With New Name, Refreshed Platform The IBD, now called Grove Point Financial, hopes a new brand, tech platform and an IAR-only business model will help ramp up recruiting. H. Beck, a mid-size independent broker/dealer acquired by Kestra Financial in 2017, is ramping up its recruiting efforts with a new brand, a new technology platform and what executives say is a more "formalized" service model. The firm also added an IAR-only affiliation model where advisors can drop their FINRA license and operate solely under the IBD’s corporate RIA. Prior to Kestra, H. B...